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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
601
Choate Investment Advisors
Massachusetts
$380K – – –
LWM
602
Loveless Wealth Management
Montana
$379K – – –
TMAM
603
Tokio Marine Asset Management
Japan
$377K +$126K +558 +42%
MS
604
Madden Securities
Texas
$376K +$204K +905 +92%
PHIC
605
Pine Haven Investment Counsel
Massachusetts
$375K – – –
TFS
606
TrustCore Financial Services
Tennessee
$375K – – –
DA
607
DCM Advisors
New York
$374K -$193K -854 -31%
O
608
Ossiam
France
$374K +$404K +1,787 +2,008%
FAM
609
Formidable Asset Management
Ohio
$373K -$3.84K -17 -0.9%
TSWM
610
Triangle Securities Wealth Management
North Carolina
$373K +$423K +1,873 New
KPWS
611
Kestra Private Wealth Services
Texas
$372K +$23.9K +106 +6%
CAAS
612
Capital Asset Advisory Services
Michigan
$371K +$187K +828 +80%
CCM
613
Coldstream Capital Management
Washington
$370K +$144K +636 +52%
HPC
614
HM Payson & Co
Maine
$369K – – –
EWM
615
Empirical Wealth Management
Washington
$366K -$150K -664 -27%
FCT
616
First Community Trust
Iowa
$366K – – –
NW
617
NewEdge Wealth
Pennsylvania
$365K -$2.76M -12,222 -87%
VNA
618
Valley National Advisers
Pennsylvania
$363K +$223K +986 +123%
MMM
619
Mendel Money Management
Illinois
$361K +$12K +53 +3%
CCG
620
Chatham Capital Group
Georgia
$358K -$45.2K -200 -10%
SVWAG
621
Sound View Wealth Advisors Group
Georgia
$358K +$103K +456 +34%
ARMT
622
Amica Retiree Medical Trust
Rhode Island
$352K +$156K +691 +64%
TC
623
Telemus Capital
Michigan
$350K +$903 +4 +0.2%
LNC
624
Lincoln National Corp
Pennsylvania
$349K -$268K -1,187 -40%
CCA
625
Checchi Capital Advisers
California
$349K +$31.2K +138 +11%
23 24
25
26 27